Flagship Wealth Advisors’s IBM IBM Stock Holding History

Flagship Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$777K	Buy	2,762 +351	+15%	+$88.4K	0.17%	74
2026 Q1	$711K	Sell	2,411 -332	-12%	-$89.8K	0.31%	52
2025 Q4	$812K	Buy	2,743 +205	+8%	+$61.4K	0.24%	56
2025 Q3	$716K	Buy	2,538 +126	+5%	+$33K	0.24%	62
2025 Q2	$711K	Buy	2,412 +155	+7%	+$39.9K	0.27%	56
2025 Q1	$561K	Sell	2,257 -3	-0.1%	-$734	0.24%	60
2024 Q4	$497K	Buy	+2,260	New	+$503K	0.29%	47

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Flagship Wealth Advisors's IBM Position: Q2 2026 in Review

Flagship Wealth Advisors increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $88.4K and bringing the position to 2,762 shares worth $777K. The position accounts for 0.17% of the portfolio, ranked #74.

Flagship Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Flagship Wealth Advisors held 2,762 shares of IBM worth $777K as of Q2 2026.
Flagship Wealth Advisors bought 351 IBM shares in Q2 2026, an estimated $88.4K.
IBM made up 0.17% of Flagship Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Flagship Wealth Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's IBM position peaked at $812K in Q4 2025.
1,839 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.